Logging On and Logging Off

Synergy Document Management Software provides for secure access at various levels for different types of users. Users access the document management system by Logging on Synergy and Logging off Synergy at the beginning and end, respectively, of their sessions. The following resource details this procedure.

Logging On to Synergy

Prior to using Synergy Electronic Document Management Software, you must obtain a user name, password and an IP address or logon URL from your Administrator. Depending on the option an administrator has chosen for configuring your Synergy account, the procedure for the first time you logon to Synergy may differ. The instructions below guide you through the different steps for each of the options. After your initial logon, the process of logging on to Synergy simply requires your User Name and password.

1. Open your Internet browser and type the Synergy URL provided by your administrator.
2. At the logon screen, type in your User Name and Password provided.
3. Click the Logon button. A prompt may appear asking you to change your password prior to logging on.
4. If this is your first time logging on to Synergy, and your administrator is using your NT or LDAP logon information, you may be required to enter your contact information. If this is the case, the Contact Information Registration page appears on the screen.
5. Type in the required information, and then click the Enter button. Note that some of the fields may already be completed for you.

Note:  To enhance Synergy document management system security, multiple logons by the same user account are not permitted. This means that a user can only be logged on from a single location. If multiple logons are attempted, the user from the first session is automatically logged off and a message appears informing them that they have been logged off due to the same user account being logged on at a new location.

Self-Registration - First Time Logging On

If your administrator configured Synergy document management system to allow you to Self-Register, the Registration button will be available on the Synergy logon screen.

1. Open your Internet browser and type the IP address or hostname provided by your administrator.
   
2. At the logon screen, click the Registration button to open the User Self-Registration form.
   
3. Type in the required information, and then click the Enter button. The prompt Please Logon with your new Information will appear. Click the OK button to open the Synergy Logon screen. Type your User Name and Password, and then click the Logon button. You will now be able to use the Synergy electronic document framework.
   

Logging Off Synergy Document Management

To logoff Synergy electronic document management, click the Logout link found in the upper right corner of the window. Logging off Synergy is just that easy.